Purchases and Sales Made in Q2 2025 in Ishares Morningstar Growth ETF (ILCG)
This table provides information about the institutional ownership of Ishares Morningstar Growth ETF (ILCG) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES MORNINGSTAR GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
349KNew |
N/A
|
349K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
249K+ 9590.0% |
N/A
|
252K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
200K+ 191.37% |
N/A
|
304K
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
185KNew |
N/A
|
185K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
159K+ 182.17% |
N/A
|
247K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
82K+ 1078.95% |
N/A
|
89.6K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
59.4K+ 2904.7% |
N/A
|
61.4K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
52.6KNew |
N/A
|
52.6K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.4K+ 71.87% |
N/A
|
111K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
BUY
|
- |
43.9KNew |
N/A
|
43.9K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
36.3K+ 490.2% |
N/A
|
43.7K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
22.8K+ 480.4% |
N/A
|
27.5K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.9K+ 16.91% |
N/A
|
145K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
19.7KNew |
N/A
|
19.7K
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
18.7KNew |
N/A
|
18.7K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.2K+ 26.29% |
N/A
|
87.3K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16.7K+ 608.57% |
N/A
|
19.4K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.7K+ 10.36% |
N/A
|
168K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13.2K+ 2.26% |
N/A
|
599K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13K+ 820.28% |
N/A
|
14.6K
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
12.9K+ 23.34% |
N/A
|
68K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
11.1K+ 119.29% |
N/A
|
20.5K
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.4K+ 11.53% |
N/A
|
101K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.74K+ 11.92% |
N/A
|
91.4K
$0
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
8.96KNew |
N/A
|
8.96K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.7K+ 2.32% |
N/A
|
383K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
8.47KNew |
N/A
|
8.47K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.2KNew |
N/A
|
8.2K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.63KNew |
N/A
|
7.63K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.33K+ 121.71% |
N/A
|
13.4K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.07KNew |
N/A
|
7.07K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.55KNew |
N/A
|
6.55K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.85KNew |
N/A
|
5.85K
$0
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.59K+ 28.17% |
N/A
|
25.4K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.7K+ 174.8% |
N/A
|
7.39K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
4.58KNew |
N/A
|
4.58K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.48K+ 1.3% |
N/A
|
348K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.43KNew |
N/A
|
4.43K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
4.24K+ 11.34% |
N/A
|
41.7K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.11K+ 86.67% |
N/A
|
8.85K
$0
|
|
|
Oct 01, 2025
Q2 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
3.97KNew |
N/A
|
3.97K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.41K+ 39.57% |
N/A
|
12K
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.39K+ 100.0% |
N/A
|
6.77K
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.28K+ 43.18% |
N/A
|
10.9K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.16KNew |
N/A
|
3.16K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.14K+ 42.79% |
N/A
|
10.5K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
3.06KNew |
N/A
|
3.06K
$0
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3K+ 26.75% |
N/A
|
14.2K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.97K+ 3.03% |
N/A
|
101K
$0
|
|